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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,382 | $101,798-26.9% | $165,071-54.9% | $80,935-8.1% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.7%+17.5pp |
| Annual return | 15.03% | 16.73%-1.7pp | 70.17%-55.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,406 | $2,954-52.4% | $4,347-67.7% | $2,757-49.0% |
| Participant deferral / active EE | $3,823 | $4,476-14.6% | $6,035-36.7% | $4,299-11.1% |
| Admin fee / account holder | $179 | $8,221-97.8% | $12,695-98.6% | $6,924-97.4% |